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Paloma Partners’s Sony SONY Stock Holding History

Paloma Partners’s Portfolio SONY Stock Details SONY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-61,585
Closed -$1.31M – 2237
2021
Q1 		$1.31M Buy
+61,585
New +$1.3M 0.03% 586
2019
Q2 		– Sell
-43,250
Closed -$365K – 2127
2019
Q1 		$365K Buy
+43,250
New +$405K 0.01% 1220
2017
Q1 		– Sell
-50,390
Closed -$282K – 2220
2016
Q4 		$282K Buy
50,390
+880
+2% +$5.35K ﹤0.01% 1721
2016
Q3 		$329K Buy
+49,510
New +$317K ﹤0.01% 1592
2016
Q2 		– Sell
-57,990
Closed -$298K – 2326
2016
Q1 		$298K Buy
57,990
+1,580
+3% +$7.25K ﹤0.01% 1521
2015
Q4 		$278K Buy
+56,410
New +$299K 0.01% 1365
2015
Q3 		– Sell
-42,510
Closed -$241K – 1898
2015
Q2 		$241K Buy
+42,510
New +$260K ﹤0.01% 1457
2013
Q3 		– Sell
-124,100
Closed -$526K – 1166
2013
Q2 		$526K Buy
+124,100
New +$466K 0.03% 435

Other funds holding SONY

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return